Director of Investor Relations

The Director of Investor Relations will lead sales efforts to drive new Capital Investment from Institutional prospects and existing investors, develop relationships with Wealth Partners and RIA's/Family Office contacts, manage and service existing investors while gathering additional Capital, referrals, and consistently deliver uncompromising service to investors while modeling DLP's Core Values.
What you have already achieved: (Requirements) 

  • 5+ years of experience in related field
  • Customer service oriented approach to investments
  • Strong knowledge of investment products required
  • Experience with CRM platforms
  • The ability to independently drive revenue

What you are great at: (Responsibilities)

  • Initiate Focused Daily New Prospect Calls focused on UHNW and Institutional Prospects.
  • Initiate Daily existing Investor calls.
  • Hold Quarterly Investor Review Meetings.
  • Gather referrals from current Investors.
  • Deliver uncompromising WOW investor experiences.
  • Utilizing CRM and company tools/technology to maximize efficiency and effectiveness of sales and service efforts.
  • Maximize DLP Events.
  • Collect all required information for new custodial relationships.
  • Achieve 100% of Professional and Personal Rocks.
  • Create and record training and content for DLP Capital internal purposes and external marketing campaigns.
  • Maintain up to date knowledge and expertise in DLP Funds and industry/market overall.
  • Lead training and drive accountability within the funds team.
  • Implement top initiatives at a team level.
  • Lead ownership of Capital team pipeline management

What you're motivated by:

  • A fast pace. We’ve grown exponentially and new team members continue to join our DLP family.
  • ​A leadership team that trusts each other, communicates effectively, and is committed to helping team members grow, both personally and professionally.
  • Visionary, smart, and innovative CEO. Ours is the kind of leader you read about, hope to work with, and learn from.
  • A culture focused on developing and investing in team members - coaching, training, and supporting each other. We have a mantra of “Leaders made here” at DLP, focused on developing and growing leaders.
Our Mission:
At DLP Capital, we are committed to making an impact - whether it's through acquiring and developing real estate, building relationships, or empowering our clients with the tools they need to achieve their dreams. We deliver a suite of services including lending, investment funds management, and loan servicing in addition to an exclusive membership platform focused on scaling businesses and preserving wealth. We are proud to have been named on multiple Best Places to Work lists for more than six years, and have remained on the Inc. 5000 list of fastest-growing companies for 10 consecutive years.

 Benefits and Perks:

Unlimited PTO, health/dental/vision/life insurance, 401(k) matching, learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference.

DLP is a committed Equal Opportunity Employer. If you are a qualified individual with a disability and require assistance in searching for a position or submitting an application, please contact HR at Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including E-Verify). California applicants can view our California Data Privacy Policy here.